Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Wayne Taylor is a financial advisor with Linscomb Wealth, Inc., based in Houston, Texas. Troy has more than 20 years of experience in the financial services industry. Troy specializes in providing financial planning and investment management services to individuals, families, businesses, and charitable organizations. Linscomb Wealth, Inc., has been serving clients in the Houston area since 1994 and is a registered investment advisor. The firm's investment philosophy is based on a long-term, value-oriented approach. The firm's primary objective is to help clients reach their financial goals through sound investment strategies and personalized financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
03/12/2021 - Present
Linscomb Wealth, Inc. (HOUSTON TX)
TX
07/15/2013 - 01/23/2015
LPL FINANCIAL LLC (HOUSTON TX)
TX
09/29/2003 - 07/11/2013
AMEGY INVESTMENTS, INC. (HOUSTON TX)
TX
09/12/2002 - 10/02/2003
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
CA
06/20/2001 - 09/10/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
06/20/2001 - 08/12/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
04/01/2001 - 06/13/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
TX
01/26/1998 - 04/01/2001
BANK UNITED SECURITIES CORP. (HOUSTON TX)
NY
03/31/1997 - 01/16/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/23/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 03/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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